BOOKKEEPING. REPORTING. CLARITY.
Monthly bookkeeping, reviewed financial reports, and clear explanations of what changed—so you can spend less time sorting through transactions and more time understanding your business.
HOW WE HELP
A dependable foundation for understanding your business. We agree on the scope, required records, and reporting schedule before getting started.
Keep your records organized and accounts reconciled. Receive reviewed monthly reports that bring your income, expenses, and financial position into focus.
Behind on your books or unsure where things stand? Bring past records into order, identify unresolved items, and establish a clear starting point.
Understand the story behind your reports. Clear explanations of changes in profit, expenses, and cash help you see what matters and where to ask questions.
SEE AN EXAMPLE
Walk through a fictional business’s results, explore a decision, and see how changing an assumption affects the numbers.
Explore the financial demoIllustrative example · Sample figures · No account required
The demo illustrates an approach to understanding financial reports. Included services, reports, and tools are agreed for each engagement.
Optional support: Personal net worth reviews can be discussed separately, based on your needs.
Service scope: Bookkeeping, financial reporting, and financial review. Tax preparation and filing, submission of government or regulatory forms, and audit or assurance services are outside the offering.
A SIMPLE WAY TO STAY CONNECTED
Access your reports, share documents, and ask questions in one secure client portal.
Review your published financials when it suits you, send the records needed for your next close, and keep questions alongside your reporting.
Your reports are reviewed before publication. Delivery dates depend on the agreed scope and receipt of the required records.
WHY JAKUBEC BUSINESS INSIGHTS EXISTS
Small business owners deserve the financial understanding that larger companies build entire teams around.
Jakubec Business Insights is built around a simple goal: timely, accurate financial reports with clear insight into what the numbers mean for your business. A report should help you understand what’s happening without having to work through every transaction yourself.
With a bachelor’s degree in accounting and multiple years in public accounting, I bring an accounting foundation to bookkeeping, clear reporting, and practical explanations of your financial results.
GETTING STARTED
Tell us how you handle your books today and what you wish your reports helped you understand.
Review your current records, reporting needs, and the decisions you’re working through.
Receive a proposal with the included reports and analysis, delivery schedule, required records, and monthly price.
Receive your reviewed reports and explanations of the key changes, with time to discuss what needs attention.
LET’S TALK
Tell us how you handle your books today and what you need from your reporting. We’ll discuss whether the service is a good fit.